Skip to main content

Management Dashboard - SOC

Overview​

This page documents the "Matters in Court" breakdown on the Management Dashboard — the set of panels that split SOC-filed (Statement of Claim filed) matters into litigation-stage buckets, plus the combined SOC total.

Every SOC-filed active matter falls into exactly one of 7 buckets — they are mutually exclusive by design. This page defines the shared base filter, the order buckets are evaluated in, and the exact criteria behind each one.

:::info Known data-quality issues The Status values these buckets match against aren't always applied consistently — see Management Dashboard – Discrepancies for the specific records affected (unmapped statuses, duplicate/near-duplicate labels, missing hearing dates, etc.). :::

Common Base Filter​

Every panel below sits on top of this shared filter on the Demands module:

Demand is Enabled
AND Status is not "Cancel"
AND Status1 is not "Settled", "Excess Waived", "Closed", "Cancel", or "Remitted"
AND Date Settled = empty
AND Law Firm SOC Filed Date is not empty

Plus one of:

  • Single recovery-agent view: Recovery Firm = the selected agent
  • All-agents view: Recovery Firm is not empty

Bucketing Rule (Mutually Exclusive)​

  • Defence Call Over is evaluated first. Any matter where Law Firm Reason for Listing = "Defence call over (cases over 20K)" is placed in the Defence Call Over bucket and removed from consideration for every other bucket.
  • Every other bucket therefore carries the condition Reason for Listing is not "Defence call over (cases over 20K)", in addition to its own status check.
  • Others is the catch-all: anything left over that isn't a callover and doesn't match any of the named litigation statuses.

Buckets​

Defence Call Over​

Evaluated first — wins over status.

Law Firm Reason for Listing = "Defence call over (cases over 20K)"

1. Awaiting Defence​

Reason for Listing is not "Defence call over (cases over 20K)"
AND Law Firm Status = "Awaiting defence"

2. PTC​

Reason for Listing is not "Defence call over (cases over 20K)"
AND Law Firm Status is one of:
  "Defence Filed", "PTC", "Pre-Trial Review", "Pre-Trial Review (Motor Vehicle)",
  "2nd Pre-Trial Review", "3rd Pre-Trial Review"

4. Listed for Hearing​

Reason for Listing is not "Defence call over (cases over 20K)"
AND Law Firm Status is one of:
  "Listed for Hearing - general division", "Listed for hearing - small claims"

5. DJ (Default Judgment)​

Reason for Listing is not "Defence call over (cases over 20K)"
AND Law Firm Status = "DJ"

6. Enforcement​

Reason for Listing is not "Defence call over (cases over 20K)"
AND Law Firm Status is one of:
  "Writ", "Garnishee", "Enforcement", "Examination"

7. Others​

Everything left — SOC-filed matters that aren't a callover and whose status isn't in any of the litigation lists above (e.g. "Chase for offer", "Evidence Exchange", "Disclosure", "Notice of Discontinuance").

Reason for Listing is not "Defence call over (cases over 20K)"
AND Law Firm Status is not one of:
  "Awaiting defence", "Defence Filed", "PTC", "Pre-Trial Review",
  "Pre-Trial Review (Motor Vehicle)", "2nd Pre-Trial Review", "3rd Pre-Trial Review",
  "Listed for Hearing - general division", "Listed for hearing - small claims",
  "DJ", "Writ", "Garnishee", "Enforcement", "Examination"

For each bucket:

  • Sum = total Demand Value across that bucket's filtered rows
  • Count = number of rows in that bucket's filtered set

SOC (Combined Total)​

SOC is the union of buckets 1, 2, Defence Call Over, 4, 5, and 6 — every litigation-stage matter. That's equivalent to everything except Others.

Demand is Enabled
AND Status is not "Cancel"
AND Status1 is not "Settled", "Excess Waived", "Closed", "Cancel", or "Remitted"
AND Date Settled = empty
AND Law Firm SOC Filed Date is not empty

Plus, depending on view: Recovery Firm = the selected agent (single-agent view) or Recovery Firm is not empty (all-agents view).

  • SOC sum = total Demand Value across that filtered set
  • SOC count = count of distinct File Numbers across that same filtered set (not a row count — a matter with multiple demand line items is only counted once)

:::warning Don't derive SOC by adding the bucket totals SOC must be calculated by evaluating the combined base filter directly, once per row — not by summing the six per-bucket totals. Because SOC's count is a distinct File Number count (while bucket counts are plain row counts), adding the buckets together can overstate or understate the true SOC figure if any matter has more than one demand line item. :::

Because the 7 buckets are mutually exclusive: SOC (buckets 1, 2, Defence Call Over, 4, 5, 6) + Others = every SOC-filed active matter.